LOOP LOOP INDS INC

Ownership history in Balboa Wealth Partners  ·  13 quarters on record

AI Ownership Summary

Balboa Wealth Partners reported LOOP INDS INC (LOOP) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows LOOP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LOOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Balboa Wealth Partners's position in LOOP INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LOOP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Balboa Wealth Partners held LOOP — position size vs. price
% of Fund (quarterly)    LOOP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 56,574 -8,800 -13.5% 0.01% $57K 2026-02-14 (Est.) $1.25
2025 Q3 REDUCED 65,374 -6,300 -8.8% 0.02% $97K 2025-11-06 $1.53
2025 Q2 ADDED 71,674 +5,300 +8.0% 0.02% $102K 2025-07-29 $1.54
2025 Q1 REDUCED 66,374 -9,750 -12.8% 0.02% $76K 2025-04-23 $1.08
2024 Q4 ADDED 76,124 +25,549 +50.5% 0.02% $91K 2025-02-10 $1.14
2024 Q3 ADDED 50,575 +9,880 +24.3% 0.02% $93K 2024-11-06 $1.26
2024 Q2 ADDED 40,695 +6,000 +17.3% 0.02% $85K 2024-08-13 $1.51
2024 Q1 REDUCED 34,695 -3,000 -8.0% 0.03% $97K 2024-05-13 $2.85
2023 Q4 REDUCED 37,695 -1 -0.0% 0.05% $142K 2024-02-09 $3.13
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Balboa Wealth Partners and LOOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Balboa Wealth Partners reported owning LOOP?

Balboa Wealth Partners reported LOOP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LOOP position in Balboa Wealth Partners's portfolio?

The largest reported portfolio weight for LOOP was 0.05% in 2023 Q4.

What is the latest reported LOOP position on this page?

The most recent filing on this page is 2025 Q4, when Balboa Wealth Partners reported 56,574 shares, equal to 0.01% of portfolio, with an estimated market value of $57K.

What does the chart on this LOOP ownership page compare?

The chart compares Balboa Wealth Partners's quarterly LOOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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